Associate - Trust - IN
Trust Operations Associate is responsible for supporting the operational aspects of trust administration within a financial institution or trust company. This role involves performing administrative tasks, processing transactions, maintaining accurate records, and ensuring compliance with regulatory requirements to facilitate effective trust operations.

Key Responsibilities and Duties
- Record-Keeping and Documentation: Maintain detailed records of trust transactions, account activities, and client communications.
- Client Service and Support: Provide timely and accurate information to clients and internal stakeholders.
- Compliance and Risk Management: Ensure compliance with regulatory requirements, including Anti-Money Laundering (AML) and Know Your Customer (KYC) regulations.
- Process Improvement and Efficiency: Identify opportunities to streamline operational processes and improve efficiency within trust operations.
- transactions for suspicious activities and escalate issues as necessary.

Educational Requirements
- University (Degree) Preferred





Work Experience
- 2+ Years Required; 3+ Years Preferred

Physical Requirements
- Physical Requirements: Sedentary Work

Career Level
6IC

Job Description Summary: Works in close collaboration with Trust Specialists and Lead Trust Specialist to ensure positive outcomes by participating in a variety of Trust activities including gathering notes, processing routine to moderately complex transactions and reconciliations, and reviewing and collecting documentation for proper execution.
Key Responsibilities and Duties
- Provides administrative Trust support to Trust Specialists and Lead Trust Specialist.
- Scans, files, documents incoming correspondence as well as prepare outbound mailings.
- Participates in a variety of centralized operational trust activities including processing routine to moderately complex transactions or reconciliations.
- Responsive to needs of Wealth Advisors, Portfolio Manag

📌 Associate - Trust (Pune)
🏢 TIAA
📍 Pune